A detailed history of Burney CO transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Burney CO holds 2,643 shares of IWR stock, worth $242,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,643
Previous 2,650 0.26%
Holding current value
$242,098
Previous $233,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$87.25 - $95.52 $610 - $668
-7 Reduced 0.26%
2,643 $233,000
Q3 2024

Oct 18, 2024

BUY
$79.92 - $88.19 $3,996 - $4,409
50 Added 1.92%
2,650 $233,000
Q4 2023

Feb 12, 2024

BUY
$64.84 - $78.27 $168,584 - $203,502
2,600 New
2,600 $202,000
Q2 2023

Aug 09, 2023

BUY
$67.49 - $73.03 $187,149 - $202,512
2,773 New
2,773 $202,000
Q2 2022

Aug 12, 2022

SELL
$62.75 - $78.76 $187,622 - $235,492
-2,990 Closed
0 $0
Q1 2022

May 09, 2022

SELL
$72.29 - $82.89 $433 - $497
-6 Reduced 0.2%
2,990 $233,000
Q4 2021

Feb 11, 2022

BUY
$78.41 - $85.28 $12,937 - $14,071
165 Added 5.83%
2,996 $249,000
Q3 2021

Nov 12, 2021

SELL
$76.44 - $82.59 $76 - $82
-1 Reduced 0.04%
2,831 $221,000
Q1 2021

May 13, 2021

BUY
$67.45 - $75.68 $191,018 - $214,325
2,832 New
2,832 $209,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Burney CO Portfolio

Follow Burney CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burney CO, based on Form 13F filings with the SEC.

News

Stay updated on Burney CO with notifications on news.